MCR

MFS Charter Income Trust

65 hedge funds and large institutions have $78.2M invested in MFS Charter Income Trust in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AF
51
Allworth Financial
California
$19K 3,000
First Manhattan
52
First Manhattan
New York
$17K 2,812 +63 +2%
BCWM
53
Bartlett & Co Wealth Management
Ohio
$14K 2,225
BC
54
Bartlett & Co
Ohio
$14K 2,225
APA
55
American Portfolios Advisors
New York
$11.1K 1,765
SC
56
SouthState Corp
Florida
$8K 1,250 +1,250 New
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$6K 1,000
KFI
58
Key Financial Inc
Pennsylvania
$4K 600
PSB
59
Piscataqua Savings Bank
New Hampshire
$4K 563
EIP
60
Ellis Investment Partners
Pennsylvania
$4K 759 +17 +2%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$3K 474 -1,831 -79%
NSIM
62
North Star Investment Management
Illinois
$3K 550
GWSG
63
GPS Wealth Strategies Group
Colorado
$2K 250
HWA
64
HHM Wealth Advisors
Tennessee
$1K 202 +202 New
IAIM
65
International Assets Investment Management
Florida
$112 17,800
AWS
66
Atria Wealth Solutions
New York
-18,706 Closed
BRWA
67
B. Riley Wealth Advisors
Florida
-11,135 Closed
SWM
68
Spire Wealth Management
Virginia
-2,300 Closed
PO
69
Private Ocean
California
-1,500 Closed
CFGS
70
Concourse Financial Group Securities
Alabama